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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
76
Burkett Financial Services
South Carolina
$43.3M +$1.19M +43,722 +3%
TLFA
77
True Link Financial Advisors
California
$43.2M +$2.47M +90,771 +6%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$42.8M +$1.76M +64,758 +4%
AWC
79
Adamsbrown Wealth Consultants
Kansas
$42.5M +$1.96M +72,012 +5%
HWM
80
HB Wealth Management
Georgia
$40.6M -$1.56M -57,408 -4%
AIA
81
Allied Investment Advisors
Montana
$40.4M +$38.8M +1,424,325 +18,100%
EH
82
Equitable Holdings
New York
$39.7M +$3.29M +120,864 +9%
WA
83
Waverly Advisors
Alabama
$39.3M +$1.76M +64,647 +5%
CWM
84
Cedar Wealth Management
California
$39.2M +$60.2K +2,211 +0.2%
EA
85
Evergreen Advisors
Tennessee
$39.1M +$1.46M +53,775 +4%
BF
86
BOK Financial
Oklahoma
$39M +$690K +25,341 +2%
RCM
87
Richardson Capital Management
Wisconsin
$38.9M +$933K +34,257 +3%
BPA
88
Beacon Pointe Advisors
California
$38.9M +$387K +14,223 +1%
AWS
89
Atria Wealth Solutions
New York
$38.3M +$250K +9,174 +0.7%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$38.3M -$7.51M -275,685 -17%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$38M +$1.68M +61,656 +5%
NA
92
NewEdge Advisors
Louisiana
$37.1M +$112K +4,116 +0.3%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$37.1M -$15.5M -569,826 -31%
VVP
94
Venture Visionary Partners
Ohio
$35.5M +$237K +8,706 +0.7%
LS
95
Leelyn Smith
Illinois
$35.4M +$815K +29,919 +2%
FFS
96
Founders Financial Securities
Maryland
$35.1M -$531K -19,482 -2%
SCI
97
Silver Coast Investments
United States
$35M +$626K +22,968 +2%
MWA
98
MFA Wealth Advisors
Pennsylvania
$34.8M +$19.5M +716,673 +138%
SCM
99
Steele Capital Management
Iowa
$34.7M -$1.19M -43,515 -3%
SFG
100
Sunburst Financial Group
Alabama
$34.4M -$136K -4,977 -0.4%